DigiTimes, which focuses on supply chain news, reported that despite a sharp decline in revenue and profits in the fourth quarter of 2018, Dali Optoelectronics, a lens supplier for Apple's iPhone, was confident that its flagship smartphone would use three or more lens modules.
Therefore, despite the recent decline in revenue, Dali Optoelectronics continues to expand its production capacity. In addition to Apple, Dali Optoelectronics has also become a supplier of lens components for Huawei, Oppo and Vivo, Chinese smartphone manufacturers, and Samsung, a Korean giant. Among lens component manufacturers, Dali Optoelectronics is more likely to get orders for three lens components in 2019, thanks to its advantages in scale economy and technological capabilities.
Despite Apple's warning that global smartphone sales may stagnate in 2018, Dali Photonics has been confident since July 2018. "The smartphone industry may have started to slow down, but demand for more lenses has not stopped. The same number of smartphones require more cameras than in the past," CEO Lynn Ping told reporters after the company's annual shareholders meeting on June 12.
In fact, there are rumors that Apple will use a three-camera system in its high-end iPhones in 2019 and in the future. A three-camera system can provide improved 3D sensing, optical zoom and better low-light shooting experience.